Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Filing

Forms you can attach as PDF files to e-files

You can attach the following forms and schedules as PDF files to electronic files.
  • Form 1128 - Application to Adopt, Change, or Retain a Tax Year
  • Form 2439 - Notice to Shareholder of Undistributed Long-Term Capital Gains
    note
    If you file Form 2439 with the return, it needs to be in XML format. You can file Form 2439 as a PDF if it's filed from a 3rd party.
  • Form 2553 - Election by a Small Business Corporation
    note
    You need to name and describe the PDF file as
    Form 2553
    . See Filing Requirements for Filing Status Change for more information.
  • Form 3115 - Application for Change in Accounting Method
    note
    If you file Form 3115 with the return, it needs to be in XML document. If you previously filed Form 3115, it's allowed as a PDF file attachment.
  • Form 4466 - Corporation Application for Quick Refund of Overpayment of Estimated Tax
    note
    If you file Form 4466 without a signature, it needs to be in XML document. If you vile Form 4466 with a signature, the form is allowed as a PDF file attachment.
  • Form 5884-A - Credits for Affected Disaster Area Employers
  • Form 8283 - Noncash Charitable Contributions
    note
    You need to file Form 8283 in XML format, unless 1 of the following apply.:
    • Filing 10 or more forms
    • 3rd-party signature is required
  • Form 8621 - Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
    note
    If you file Form 8621 with a return, it needs to be in XML document. If you file Form 8621 using a 3rd party,it's allowed as a PDF file attachment.
  • Form 8716 - Election to Have a Tax Year Other Than a Required Tax Year
    note
    If you file Form 8716 without a signature, it needs to be in XML format. If you file Form 8716 with a signature, it's allowed as a PDF file attachment.
  • Form 8830 - Enhanced Oil Recovery Credit
  • Form 8832 - Entity Classification Election
    note
    If you file Form 8832 with the return, it needs to be in XML format. If you've filed Form 8832 previously, it's allowed as a PDF file attachment.
  • Form 8838 - Consent to Extend the Time to Assess Tax Under Sec. 367 - Gain Recognition Agreement
    note
    If you file Form 8838 without 3rd-party signatures, it needs to be in XML format. If you file Form 8838 with 3rd-party signatures, it's allowed as a PDF file attachment.
  • Form 8904 - Credit for Oil and Gas Production From Marginal Wells
  • Schedule B-1 (Form 1120-S) - Information on Certain Shareholders of an S Corporation

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close